Why You Should Connect

exclusive access ensures your success

We welcome advisors, producers, and financial representatives within our client family to connect to Advisor360, the customized advisor dashboard that is available on the backend of our website. There you will find everything you need to do business.

Connection is Exclusive — We take pride in Advisor360 and only offer it exclusively to Clarke Select and Clarke Comprehensive clients. Once you begin to use it, you’ll understand why Lynne Phillips of Synovus says “it’s the best in the business.” Advisor360 is continually refined to provide financial professionals with convenience, education, and automated support.

Complete Customization — Customized just for you, Advisor360 only displays information that is relevant to you and your business. Your license number appears with carriers that you are approved to market along with associate product training materials, marketing collateral, and application forms. Advisor360 also displays your appointment opportunities. We always advise to appoint with all of your approved carriers. That’s the best way to grow your business. Most importantly, contact information for your Clarke counterparts is right on the dashboard, which connects you to one-on-one wholesaling support, internal help, and case management.

24/7 Convenience — Make your life easier by having everything you need to do business at your fingertips. You can connect to Advisor360 24 hours a day, seven days a week. Find current carrier paperwork, marketing materials, and rate and compliance updates. Convenience also comes in the form of automated application builders like AnnuityNetTM and AssureXpressTM. Learn more about our automated, annuity and insurance application tools.

Connect Today and Build Your Business

Need another great reason to connect to Advisor360? Many producers have found that Advisor360 is a one-stop shop. We believe that it provides you with everything you need to build your business. That’s why your bank, broker-dealer, credit union or producer group provided you with designated login number. If you haven’t received it yet,send us an email or call us at 844.CFG.PLAN (844.234.7526), and will promptly provide it to you.

Introducing Advisor360

Access to Your Online Dashboard When and Where You Need It

Testimonials

Lynne Phillips

Director, Director, Licensed Bankers and FMS Insurance
Synovus Securities, Inc.
Columbus, Georgia
“With 27 years in financial services and 14 years spent at Synovus, I value and appreciate our 10 year relationship with Clarke Financial Group. Ron Tuerk, our External Wholesaler, has excellent product knowledge. He works directly in the field with our agents every week. Naomi Whitmer, Clarke’s Operations Manager, provides me with fast and efficient responses. Most importantly, Clarke’s online account application process is the best I have seen. The Advisor360 Dashboard with AnnuityXpress results in less NIGOs and is a huge plus to our licensed brokers.”

Richard Lane

The Standard Insurance Company
Bellevue, Washington
“Clarke Financial Group is consistently one of The Standard top independent marketing organization, I view them as the closest thing Standard has to a captive partner. We’ve worked with Michael Denton and Steve Gates for the past 10 years — as long as I’ve been with Standard. Not only does Clarke know our business in some respects better than we do, they helped shape and mold our fixed annuity product line from A to Z. Clarke breathes life into Standard, because of its great tenure, industry knowledge, and connections throughout the bank and broker dealer world.”

Connie Knox

President Investment Services
Wescom Credit Union
Pasadena, California
“Twelve years ago, I introduced Clarke to Wescom Credit Union as a partner in our fixed annuity business. Clarke provides the platform for our business – marketing collateral, documentation, and back office support. Their wholesalers work directly with my producers, attend our meetings, provide product training, help close cases and are extremely well-liked. Clarke, with more than 25 years of industry experience, adds value to our Credit Union.”

Gary Campbell

CEO & Chairman
Financial Advocates
Olympia, Washington
“Business has to be a win-win situation, and with Clarke it is. I’ve worked in financial services since 1987, and with Clarke for the past ten years. The relationship works, because everyone from leadership to wholesaler understands our bank, credit union and advisor relationships. Clarke offers more than product. The wholesaler presence is everywhere, all the time — meeting with advisors, attending our conferences, conducting training — making business easy. ”